Understanding Teams
Teams in ChatPRD allow multiple users to collaborate on product documentation, share templates, and work together on projects. Team features are available on the Team plan.
Creating a Team
Creating a New Organization
Click on your profile picture or initials in the top-right corner.
Select Create New Organization from the dropdown menu.
Enter your organization details:
Organization Name: The name of your team or company
Icon (optional)
Click Create Organization to set up your team.
Converting from an Individual Account
If you already have an individual account:
Create a new organization following the steps above.
Navigate to Plans, choose how many seats you need and complete checkout.
Invite your teammates to ChatPRD.
Inviting Team Members
Sending Invitations
Click the Invite Members button.
Enter the email addresses of the people you want to invite.
You can enter multiple email addresses separated by commas
Optionally, add a personalized message
Select the appropriate role for the invitees (Member, Admin, or Owner).
Click Send Invitations.
Managing Pending Invitations
Navigate to Settings > Team Members > Pending Invitations.
View all pending invitations.
You can:
Resend an invitation
Cancel an invitation
Change the role of a pending invitation
Accepting an Invitation
As an invitee:
You'll receive an email invitation to join the team.
Click the Accept Invitation button in the email.
If you don't have a ChatPRD account, you'll be prompted to create one.
If you already have an account, you'll be added to the organization after accepting.
Managing Team Members
Viewing Team Members
Changing Member Roles
As an Admin or Owner:
Find the member whose role you want to change.
Click on the role dropdown next to their name.
Select the new role (Member or Admin).
Confirm the role change when prompted.
Removing Team Members
As an Admin or Owner:
Find the member you want to remove.
Click the Remove button next to their name.
Confirm the removal when prompted.
Team Collaboration Features
Shared Templates
Team members can:
Access templates shared by other team members
Create and share their own templates with the team
Set organization-wide default templates (Admins only)
Shared Chats
Team members can:
Share chat threads with specific team members
Collaborate on documents in real-time
Comment on shared documents
Team Settings and Administration
As a Team Admin or Owner, you can:
Manage Billing:
Update payment information
Change subscription plan
View billing history
Invite teammates:
Invite users to the team account
Best Practices for Teams
Define clear roles: Assign appropriate permissions based on team members' responsibilities.
Establish naming conventions: Create consistent naming for projects, templates, and documents.
Use projects for organization: Group related documents and conversations in projects.
Share templates: Create and share standardized templates for common document types.
Leverage integrations: Connect team tools like Slack and Confluence for seamless workflows.
For additional help with team management, contact ChatPRD support.